2024-09-06T14:01:11-05:00 2023-12-31 351178661 BLUE & CO LLC 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 990 2023-01-01 351441961 INDIANA ASSOCIATION OF UNITED WAYS INC INDI 3176608403 2955 N MERIDIAN STREET STE 200 INDIANAPOLIS IN 46208 MICHAEL K BUDD PRESIDENT AND CEO 3176608403 2024-09-06 1 0 CORY SCHUNEMANN CPA P01866583 3178488920 2024-09-06 2023 2024-08-08 14:25:15Z INDIANA UNITED WAYS MICHAEL K BUDD 2955 N MERIDIAN STREET STE 200 INDIANAPOLIS IN 46208 118793601 0 X WWW.IUW.ORG X 1978 IN INDIANA UNITED WAY IS THE LEADING VOICE TO ADVOCATE, ENGAGE, AND PARTNER WITH A STRONG UNITED WAY NETWORK AND KEY STAKEHOLDERS TO ADVANCE HUMAN WELL-BEING THROUGHOUT INDIANA. 23 23 15 23 0 0 6985149 88941466 762444 850611 42828 1544813 1274 0 7791695 91336890 3058339 6142016 0 0 1457764 1531603 0 0 0 654077 706810 5170180 8380429 2621515 82956461 13627160 97013434 779890 501364 12847270 96512070 INDIANA UNITED WAY IS THE LEADING VOICE TO ADVOCATE, ENGAGE, AND PARTNER WITH A STRONG UNITED WAY NETWORK AND KEY STAKEHOLDERS TO ADVANCE HUMAN WELL-BEING THROUGHOUT INDIANA. 0 0 927730 629888 UNIFI SOLUTIONS - UNIFI SOLUTIONS IS A TEAM WITHIN INDIANA UNITED WAYS THAT PROVIDES FEE-BASED SERVICES TO 31 LOCAL UNITED WAYS THROUGHOUT THE COUNTRY. THESE SERVICES INCLUDE CAMPAIGN PLEDGE PROCESSING, ACCOUNTING AND TECHNOLOGY HOSTING. THESE SERVICES ALLOW THE LOCAL UNITED WAYS TO DECREASE STAFFING LEVELS AND PROVIDE TOOLS TO EFFECTIVELY MANAGE THEIR RESOURCES. 707541 220723 MEMBERSHIP SERVICES - MEMBERSHIP SERVICES IS THE CORE OF INDIANA UNITED WAYS AS IT WORKS CLOSELY WITH ITS 41 LOCAL UNITED WAY MEMBERS. IUW PROVIDES RESOURCES AND TOOLS TO SUPPORT ITS MEMBERS AND OPPORTUNITIES FOR THE MEMBERS TO NETWORK AND SHARE INFORMATION AND BEST PRACTICES. IUW ALSO PROVIDES TRAINING FOR BOARD AND STAFF AND EXECUTIVE COACHING. ADDITIONALLY, COLLABORATION AND MERGER DISCUSSIONS ARE FACILITATED AND ASSISTANCE IS GIVEN IN ALIGNING IMPACT WORK AMONG THE MEMBERS. 6142016 6142016 INDIANA UNITED WAYS PROVIDES MATCHING GRANT MONEY TO FUND IMPACT PROJECTS IN LOCAL COMMUNITIES. IN 2023, INDIANA UNITED WAY AWARDED 42 GRANTS OF ALMOST $6 MILLION TO INDIANA COMMUNITIES THROUGH LOCAL UNITED WAYS AND AGENCIES. 7777287 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 1 15 1 0 0 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X X KAREN PIPES 3176608403 2955 N MERIDIAN STREET SUITE 200 INDIANAPOLIS IN 46208 KAREN PIPES CHAIR 2.00 X X 0 0 0 BRENT WAKE VICE-CHAIR 2.00 X X 0 0 0 SHAWN ELLIS SECRETARY 2.00 X X 0 0 0 ASHLEY MARTIN TREASURER 2.00 X X 0 0 0 ANGIE NELSON DEUITCH AT-LARGE 2.00 X X 0 0 0 JOHN NIEDERMAN AT-LARGE 2.00 X X 0 0 0 PAM OTTERSBACH IMMEDIATE PAST CHAIR 2.00 X X 0 0 0 REX AMBROSE BOARD MEMBER 1.00 X 0 0 0 AMANDA BONILLA BOARD MEMBER 1.00 X 0 0 0 TAMARA BRINKMAN BOARD MEMBER 1.00 X 0 0 0 PRIYANKA BRUNESE BOARD MEMBER 1.00 X 0 0 0 STEPHANIE CRANDALL BOARD MEMBER 1.00 X 0 0 0 LUCY DOWNTON BOARD MEMBER 1.00 X 0 0 0 KIRK KLABUNDE BOARD MEMBER 1.00 X 0 0 0 RICHARD LEGER BOARD MEMBER 1.00 X 0 0 0 TINA PATTON BOARD MEMBER 1.00 X 0 0 0 RICHARD PAYONK BOARD MEMBER 1.00 X 0 0 0 DAN RHODES BOARD MEMBER 1.00 X 0 0 0 MARSHALL SANDERS BOARD MEMBER 1.00 X 0 0 0 LIZ SEDLER BOARD MEMBER 1.00 X 0 0 0 MARK STEWART BOARD MEMBER 1.00 X 0 0 0 NANCY VAUGHAN BOARD MEMBER 1.00 X 0 0 0 JONATHAN WEINZAPFEL BOARD MEMBER 1.00 X 0 0 0 MICHAEL K BUDD PRESIDENT AND CEO 40.00 X 180000 0 47653 FADY QADDOURA CFO 40.00 X 130000 0 7522 TONJA STOKES VP OF ORG DEVELOPMENT 40.00 X 104030 0 36746 414030 0 91921 3 0 1 0 UNITY TEK 8888 KEYSTONE CROSSING SUITE 1300 INDIANAPOLIS IN 46240 IT SERVICES 165333 JLL 8440 WOODFIELD CROSSING BLVD SUITE INDIANAPOLIS IN 46240 RENT 110977 2 88941466 88941466 UNIFI 900099 629888 629888 MEMBERSHIP DUES 900099 220723 220723 850611 1013574 1013574 27987950 27456711 531239 531239 531239 91336890 850611 0 1544813 6142016 6142016 365175 255945 109230 822622 562913 259709 60204 47808 12396 200395 159134 41261 83207 56671 26536 40610 35495 5115 66906 66906 111000 105577 5423 8079 7691 388 24926 16277 8649 221507 204977 16530 119391 94059 25332 29537 17912 11625 7264 4405 2859 55645 50748 4897 16284 12864 3420 DUES AND SUBSCRIPTIONS 3758 1518 2240 TRAINING 1319 800 519 MISC 584 477 107 8380429 7777287 603142 0 3710387 18853528 4443 50288 243029 24171 30984 30693 470221 266473 259393 203748 8931602 77489715 447322 361291 13627160 97013434 83473 113480 239343 20654 2477 1 454597 367229 779890 501364 X 3056735 3812956 9790535 92699114 12847270 96512070 13627160 97013434 82956461 708339 0 X X 0 1 X 1 0 X X 37 UNITED WAY OF THE WABASH VALLEY 351008531 7 0 710975 0 UNITED WAY OF GTR 350891621 7 0 570000 0 UNITED WAY OF ALLEN 350867932 7 0 500000 0 UNITED WAY BARTHOLOMEW CO 351132860 7 0 466241 0 UNITED WAY OF SOUTHWESTERN INDIANA 350868069 7 0 442963 0 UNITED WAY OF ST JOSEPH CO 351063368 7 0 426719 0 UNITED WAY OF NORTHWEST INDIANA 356006484 7 0 416743 0 HEART OF INDIANA UNITED WAY 350996148 7 0 330928 0 CROSSROADS UNITED WAY 350953433 7 0 295697 0 UNITED WAY OF JOHNSON COUNTY 351082600 7 0 195195 0 UNITED WAY OF MARSHALL CO 237220922 7 0 147829 0 UNITED WAY OF HOWARD & TIPTON COUNTIES 350877579 7 0 138804 0 UNITED WAY OF LAPORTE CO 350782893 7 0 128639 0 UNITED WAY OF CLINTON COUNTY 350996128 7 0 125962 0 UNITED WAY OF MONROE CO 350985959 7 0 125268 0 UNITED WAY OF POSEY COUNTY 356030053 7 0 111873 0 JACKSON COUNTY UNITED WAY 351068832 7 0 105024 0 METRO UNITED WAY 351011521 7 0 92276 0 UNITED WAY OF WHITLEY & KOSCIUSKO CO 351044331 7 0 88316 0 UNITED WAY OF DEKALB COUNTY 351065714 7 0 72616 0 UNITED WAY OF KNOX CO 351158520 7 0 71314 0 UNITED WAY OF CASS COUNTY 350868950 7 0 69492 0 UNITED WAY OF GRANT COUNTY 350995975 7 0 67280 0 UNITED WAY OF GIBSON CO 351418618 7 0 59355 0 UNITED WAY OF DAVIESS CO 351404567 7 0 48419 0 UNITED WAY OF WHITERWATER VALLEY 351020935 7 0 46128 0 WHITE CO UNITED WAY 351137113 7 0 35212 0 UNITED WAY OF SOUTH CENTRAL INDIANA 350985959 7 0 35139 0 UNITED WAY OF PERRY COUNTY 237330365 7 0 34887 0 JEFFERSON COUNTY UNITED WAY 356006467 7 0 33018 0 UNITED WAY OF WELLS COUNTY 310969009 7 0 25496 0 UNITED WAY OF STEUBEN CO 237168857 7 0 23599 0 UNITED WAY OF MIAMI CO 356006704 7 0 20610 0 UNITED WAY OF JAY COUNTY 351020932 7 0 14105 0 UNITED WAY OF GREATER CINCINNATI 350537502 7 0 13367 0 JENNINGS COUNTY UNITED WAY 237215407 7 0 11000 0 UNITED WAY OF ADAMS COUNTY 351846627 7 0 7033 0 37 6107522 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART I, LINE 12G, COLUMN IV: WHILE THE ASSOCIATION'S SUPPORTED ORGANIZATIONS ARE NOT INDIVIDUALLY LISTED BY NAME IN ITS GOVERNING DOCUMENTS, ALL SUPPORTED ORGANIZATIONS ARE MEMBERS OF THE ASSOCIATION. THE ASSOCIATION IS OPERATED EXCLUSIVELY TO SUPPORT ITS MEMBERS. IT IS OPERATED, SUPERVISED AND CONTROLLED BY ITS MEMBERS BECAUSE THEY POSSESS A SUBSTANTIAL DEGREE OF DIRECTION OVER THE POLICIES, PROGRAMS, ACTIVITIES OF THE ASSOCIATION, AND THE ABILITY TO ELECT THE MAJORITY OF THE DIRECTORS. PART IV, SECTION A, LINE 1: WHILE THE ASSOCIATION'S SUPPORTED ORGANIZATIONS ARE NOT INDIVIDUALLY LISTED BY NAME IN ITS GOVERNING DOCUMENTS, ALL SUPPORTED ORGANIZATIONS ARE MEMBERS OF THE ASSOCIATION. THE ASSOCIATION IS OPERATED EXCLUSIVELY TO SUPPORT ITS MEMBERS. IT IS OPERATED, SUPERVISED AND CONTROLLED BY ITS MEMBERS BECAUSE THEY POSSESS A SUBSTANTIAL DEGREE OF DIRECTION OVER THE POLICIES, PROGRAMS, ACTIVITIES OF THE ASSOCIATION, AND THE ABILITY TO ELECT THE MAJORITY OF THE DIRECTORS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 36000 36000 8344429 8380429 569021 142255 0 0 1000000 1000000 408509 569021 2977530 4466295 34225 34460 34344 36000 139029 250000 250000 102127 142255 744382 1116573 129777 71302 58475 340444 195171 145273 203748 OPERATING LEASE LIABILITIES 367229 367229 X 91981423 708339 3100 711439 91269984 66906 66906 91336890 8316623 3100 3100 8313523 66906 66906 8380429 PART X, LINE 2: MANAGEMENT OF IUW EVALUATES ALL SIGNIFICANT TAX POSITIONS TO ENSURE COMPLIANCE WITH EXEMPT PURPOSE OF THE ORGANIZATION AS REQUIRED BY U.S. GAAP, INCLUDING CONSIDERATION OF ANY UNRELATED BUSINESS INCOME TAX. AS OF DECEMBER 31, 2023, MANAGEMENT DOES NOT BELIEVE IUW HAS TAKEN ANY TAX POSITIONS THAT ARE NOT IN COMPLIANCE WITH THE EXEMPT PURPOSE OF THE ORGANIZATION. IUWS FEDERAL AND STATE TAX RETURNS REMAIN OPEN AND SUBJECT TO EXAMINATION BEGINNING WITH THE CALENDAR TAX YEAR ENDED DECEMBER 31, 2020. 0 UNITED WAY OF THE WABASH VALLEY 100 S 7TH ST TERRE HAUTE IN 47807 351008531 501(C)(3) 710975 0 OPERATING SUPPORT UNITED WAY OF GTR LAFAYETTE TIPPECANOE CO1114 STAT LAFAYETTE IN 47905 350891621 501(C)(3) 570000 0 OPERATING SUPPORT UNITED WAY OF ALLEN 334 E BERRY ST FORT WAYNE IN 46802 350867932 501(C)(3) 500000 0 OPERATING SUPPORT UNITED WAY BARTHOLOMEW CO 1531 13TH ST SUITE 1100 COLUMBUS IN 47201 351132860 501(C)(3) 466241 0 OPERATING SUPPORT UNITED WAY OF SOUTHWESTERN INDIANA 501 N W 4TH STREET PO BOX 18 EVANSVILLE IN 47708 350868069 501(C)(3) 442963 0 OPERATING SUPPORT UNITED WAY OF ST JOSEPH CO 3517 E JEFFERSON BLVDP O BOX 6396 SOUTH BEND IN 46660 351063368 501(C)(3) 426719 0 OPERATING SUPPORT UNITED WAY OF NORTHWEST INDIANA PO BOX 2028 VALPARAISO IN 46384 356006484 501(C)(3) 416743 0 OPERATING SUPPORT HEART OF INDIANA UNITED WAY 400 N HIGH ST SUITE 300 MUNCIE IN 47304 350996148 501(C)(3) 330928 0 OPERATING SUPPORT CROSSROADS UNITED WAY PO BOX 3048 ELKHART IN 46515 350953433 501(C)(3) 295697 0 OPERATING SUPPORT UNITED WAY OF JOHNSON COUNTY PO BOX 5153 FRANKLIN IN 46131 351082600 501(C)(3) 195195 0 OPERATING SUPPORT UNITED WAY OF MARSHALL CO 2701 N MICHIGAN STP O BOX 392 PLYMOUTH IN 46563 237220922 501(C)(3) 147829 0 OPERATING SUPPORT UNITED WAY OF HOWARD & TIPTON COUNTIES 210 W WALNUT ST KOKOMO IN 46901 350877579 501(C)(3) 138804 0 OPERATING SUPPORT UNITED WAY OF LAPORTE CO 422 FRANKLIN ST SUITE D MICHIGAN CITY IN 46360 350782893 501(C)(3) 128639 0 OPERATING SUPPORT UNITED WAY OF CLINTON COUNTY 100 WALNUT AVENUE FRANKFORT IN 46041 350996128 501(C)(3) 125962 0 OPERATING SUPPORT UNITED WAY OF MONROE CO 431 S COLLEGE AVE BLOOMINGTON IN 47403 350985959 501(C)(3) 125268 0 OPERATING SUPPORT UNITED WAY OF POSEY COUNTY PO BOX 562 MOUNT VERNON IN 47620 356030053 501(C)(3) 111873 0 OPERATING SUPPORT JACKSON COUNTY UNITED WAY 1117 E TIPTON STREET SEYMOUR IN 47274 351068832 501(C)(3) 105024 0 OPERATING SUPPORT METRO UNITED WAY 405 E COURT AVE SUITE 3 PO BOX JEFFERSONVILLE IN 47131 351011521 501(C)(3) 92276 0 OPERATING SUPPORT UNITED WAY OF WHITLEY & KOSCIUSKO CO P O BOX 923 WARSAW IN 46581 351044331 501(C)(3) 88316 0 OPERATING SUPPORT UNITED WAY OF DEKALB COUNTY PO BOX 307 AUBURN IN 46706 351065714 501(C)(3) 72616 0 OPERATING SUPPORT UNITED WAY OF KNOX CO 302 MAIN ST P O BOX 198 VINCENNES IN 47591 351158520 501(C)(3) 71314 0 OPERATING SUPPORT UNITED WAY OF CASS COUNTY 300 E BROADWAY SUITE 101 LOGANSPORT IN 46947 350868950 501(C)(3) 69492 0 OPERATING SUPPORT UNITED WAY OF GRANT COUNTY 215 S ADAMS ST MARION IN 46952 350995975 501(C)(3) 67280 0 OPERATING SUPPORT UNITED WAY OF GIBSON CO 109 N HART ST PO BOX 235 PRINCETON IN 47670 351418618 501(C)(3) 59355 0 OPERATING SUPPORT UNITED WAY OF DAVIESS CO 200 E VAN TREES STREET PO BOX 22 WASHINGTON IN 47501 351404567 501(C)(3) 48419 0 OPERATING SUPPORT UNITED WAY OF WHITERWATER VALLEY 129 S 9TH ST RICHMOND IN 47374 351020935 501(C)(3) 46128 0 OPERATING SUPPORT WHITE CO UNITED WAY 1001 S MAIN STP O BOX 580 MONTICELLO IN 47960 351137113 501(C)(3) 35212 0 OPERATING SUPPORT UNITED WAY OF SOUTH CENTRAL INDIANA 431 S COLLEGE AVE BLOOMINGTON IN 47403 350985959 501(C)(3) 35139 0 OPERATING SUPPORT UNITED WAY OF PERRY COUNTY PO BOX 73 TELL CITY IN 47586 237330365 501(C)(3) 34887 0 OPERATING SUPPORT JEFFERSON COUNTY UNITED WAY PO BOX 193 MADISON IN 47250 356006467 501(C)(3) 33018 0 OPERATING SUPPORT UNITED WAY OF WELLS COUNTY 122 LAMAR ST SUITE 118 BLUFFTON IN 46714 310969009 501(C)(3) 25496 0 OPERATING SUPPORT UNITED WAY OF STEUBEN CO 317 S WAYNE ST SUITE 3D ANGOLA IN 46703 237168857 501(C)(3) 23599 0 OPERATING SUPPORT UNITED WAY OF MIAMI CO 13 E MAIN ST PERU IN 46970 356006704 501(C)(3) 20610 0 OPERATING SUPPORT UNITED WAY OF JAY COUNTY PO BOX 204 PORTLAND IN 47371 351020932 501(C)(3) 14105 0 OPERATING SUPPORT UNITED WAY OF GREATER CINCINNATI 2400 READING ROAD CINCINNATI OH 45202 350537502 501(C)(3) 13367 0 OPERATING SUPPORT JENNINGS COUNTY UNITED WAY 707 N STATE ST NORTH VERNON IN 47265 237215407 501(C)(3) 11000 0 OPERATING SUPPORT UNITED WAY OF ADAMS COUNTY 218 E MONROE ST DECATUR IN 46733 351846627 501(C)(3) 7033 0 OPERATING SUPPORT 37 X X X 0 0 0 0 0 0 0 0 0 MICHAEL K BUDD PRESIDENT AND CEO 165000 0 15000 0 0 0 12382 0 35271 0 227653 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 MEMBERS ARE THE 41 DUES-PAYING UNITED WAYS IN INDIANA. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ELECT THE BOARD AT THE ANNUAL MEETING AND NAME THE NOMINATING COMMITTEE FOR THE NEXT YEAR. FORM 990, PART VI, SECTION A, LINE 7B ARTICLES AND BYLAWS DO REQUIRE THE MEMBERS TO VOTE TO AMEND, REVISE, OR REPEAL BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY INDIANA UNITED WAY'S FINANCE COMMITTEE FOR APPROVAL BEFORE IT IS SUBMITTED TO THE ENTIRE BOARD FOR FINAL APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO ABSTAIN FROM ALL VOTES THAT BENEFIT THE MEMBER OR ORGANIZATION THEY VOLUNTARILY REPRESENT. FORM 990, PART VI, SECTION B, LINE 15 PRESIDENT/CEO COMPENSATION IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE BASED ON PERFORMANCE, COMPARABLE JOB PERFORMANCE PLANS AND IS RECORDED IN EXECUTIVE COMMITTEE NOTES. OTHER KEY EMPLOYEES ARE REVIEWED BY THE PRESIDENT/CEO ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE BY REQUEST EITHER ELECTRONICALLY OR IN PRINTED FORM. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.